Experienced Marketing Consultants Help You Increase Your Annuity Sales
Our Marketing Consultants play a major role in our annuity advisors’ success.
They undergo rigorous product training and possess an intimate knowledge of every fixed-index annuity on the market today. Our Marketing Consultants are well-versed in multiple estate, retirement and income-planning strategies. And, most importantly, they have the resources at their fingertips to find the answers you need to get that annuity case closed.
Here are a few ways your Marketing Consultant will help you achieve greater success:
- Sales Strategies. Want to know what our top advisers do? Many of their most successful strategies were created right here in our office. Your Marketing Consultant can provide these strategies in brief visual presentations.
- Advanced Case Design. Roth conversions, income planning and beneficiary reviews are only the beginning. We create point-of-sale illustrations to help you develop the most compelling story for your next appointment. These illustrations can move clients from “maybe” to “Yes!”
- Product. We help you navigate the hundreds of fixed-index annuities available today. We know the benefits and drawbacks of each and can help you make the right annuity choice for your client.
- Regulatory Issues. Insurance regulations mean you are facing more scrutiny than ever regarding the suitability of a sale. We know the insurance company’s hot buttons, will make you aware of potential problems and will consult with you on the best alternative BEFORE the application goes to the carrier. This results in cleaner applications and quicker annuity commissions.
Our relationship with you is a partnership. You will always talk with a live person when you call, so you will get what you need when you need it. No voice mail. No delays. We are invested in your success. Take advantage of our market expertise and, together, we will take your business to the next level.
